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Denver PWM’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Denver PWM’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,098
Closed -$107K – 83
2019
Q3 		$107K Buy
+4,098
New +$107K 0.06% 87

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Denver PWM's BJUL Position: Q4 2019 in Review

Denver PWM sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2019, closing a stake of 4,098 shares — an estimated $107K sold.

Denver PWM first reported a position in BJUL in Q3 2019 and held it in 1 quarter. The position peaked at $107K in Q3 2019. 30 funds tracked by Wall St. Rank hold BJUL as of Q4 2019.

  • Denver PWM reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 4,098 Innovator US Equity Buffer ETF July shares in Q4 2019, an estimated $107K.
  • Denver PWM first reported a position in Innovator US Equity Buffer ETF July in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Innovator US Equity Buffer ETF July position peaked at $107K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.